Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.5B
138M shares
52-week range
$54.16 – $81.87
27% from low
Sector
HOUSEHOLD APPLIANCES
Exchange
NYSE
CS
Borrow rate
0.40%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.19B | $2.99B | $2.90B | $3.54B | $3.75B | $3.85B | $3.82B | $3.83B |
| Cost of revenue | $1.88B | $1.81B | $1.79B | $2.23B | $2.42B | $2.37B | $2.36B | $2.34B |
| Gross profit | $1.31B | $1.18B | $1.11B | $1.31B | $1.33B | $1.48B | $1.46B | $1.49B |
| Gross margin | 41.0% | 39.5% | 38.3% | 37.0% | 35.4% | 38.5% | 38.1% | 38.8% |
| R&D | $94.0M | $87.9M | $80.7M | $94.2M | $89.0M | $97.5M | $101.7M | $0 |
| Operating income | $551.7M | $466.8M | $446.2M | $609.5M | $658.7M | $757.4M | $716.8M | $728.0M |
| EBITDA | $638.1M | $561.4M | $531.2M | $707.8M | $310.0M | $823.8M | $786.5M | $792.2M |
| Net income | $444.2M | $370.0M | $344.9M | $487.1M | $235.7M | $556.6M | $533.6M | $546.2M |
| Net margin | 13.9% | 12.4% | 11.9% | 13.8% | 6.3% | 14.4% | 14.0% | 14.3% |
| EPS (diluted) | 2.58 | 2.22 | 2.12 | 3.02 | 1.51 | 3.69 | 3.63 | 3.86 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.9B | $3.78 | $3.73–$3.86 | 10 |
| 2027 | $4.1B | $4.16 | $4.13–$4.21 | 10 |
| 2028 | $4.3B | $4.48 | $4.25–$4.77 | 3 |
| 2029 | $4.4B | $4.79 | $4.74–$4.85 | 1 |
Forward consensus · source: Financial Modeling Prep
A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (80% of sales) and rest of world (20% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 36% and 52% market share, respectively. Residential water heaters account for most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered in the mid-1990s.
www.aosmith.comNo one on the platform currently holds AOS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 744,400 | $49.1M |
| Bridgewater Associatesas of 2025-12-31 | 198,793 | $13.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-04-30 | $0.3600 | 2026-05-15 |
| 2026-01-30 | $0.3600 | 2026-02-17 |
| 2025-10-31 | $0.3600 | 2025-11-17 |
| 2025-07-31 | $0.3400 | 2025-08-15 |
| 2025-04-30 | $0.3400 | 2025-05-15 |
| 2025-01-31 | $0.3400 | 2025-02-18 |
| 2024-10-31 | $0.3400 | 2024-11-15 |
| 2024-07-31 | $0.3200 | 2024-08-15 |
| 2024-04-29 | $0.3200 | 2024-05-15 |
| 2024-01-30 | $0.3200 | 2024-02-15 |
No one on the platform has traded AOS yet.
| $16.7B |
| — |
| GTLSChart Industries, Inc. | $208.88 | +0.18% | $10.0B | — |
| POOLPool Corporation | $211.62 | +0.00% | $7.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-10-30 |
| $0.3200 |
| 2023-11-15 |
| 2023-07-28 | $0.3000 | 2023-08-15 |
| Execution date | Ratio |
|---|---|
| 2016-10-06 | 2-for-1 |
| 2013-05-16 | 2-for-1 |
| 2010-11-16 | 3-for-2 |
$AOS this is acting like a hedge on the ai market
View on StockTwits ↗Wall St is expecting 0.97 EPS for $AOS Q2 [Reporting 07/23 BMO] http://www.estimize.com/intro/aos?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗$AOS - looks like a market reversal is approaching. Adding more here for safe harbor for what appears to be undervalued as is. Will add more if there is a dip. Always nice having dry powder for days like this and for what’s upcoming.
View on StockTwits ↗In $AOS 58.52 83 making turn around back up way undervalued.
View on StockTwits ↗$AOS holding up nice, compared to the market this morning
View on StockTwits ↗Is $AOS a value trap at current levels? 🛠️ The water heating business is a durable moat, but the residential housing slowdown is a persistent headwind. We are watching for the company to prove its pricing power can offset volume declines. Until the technical trend flips, the "premium" valuation remains at risk of further compression. 💎 🐂 Bulls: Look for a base formation around 58.00 before even considering a long setup 🐻 Bears: The trend remains downward; keep watching for lower lows as housing data cools 📊 Lean BEARISH. #AOS #Construction #StockMarket #hovdid
View on StockTwits ↗$AOS one of the few stocks I’m seeing in the market that’s on sale. I’m about to take a position!
View on StockTwits ↗$AOS Chinese real-estate stock $hkex rated a strong buy! Bullish for aos
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 17.2× earnings vs its 22.4× historical median P/E.
Fair value ≈ $80.25 · price $61.68 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.